Friday, November 6, 2009

Upcoming Asset Protection Society Meetings

Many people have asked for the schedule for the next few APS meetings. Here are the dates, speakers and topics for the next three meetings. If you are interested in attending any of these meetings, feel free to contact me at to RSVP.

Tuesday, November 24, at 7:00 PM – Todd Rustman will be presenting on principally protected investment vehicles for your clients with some time spent on current premium financed life insurance programs.

Tuesday, January 19, at 7:00 PM – Jason Forsyth of FFG Valuations will be presenting on valuation topics (exact topic TBD), but will at least go over the changes in valuations due to any changes that occur in the legislation that passes throughout the end of 2009.

Tuesday, March 16, at 7:00 PM – Hilary Schneider of ESOP Corporate Resources is going to be presenting on planning with ESOPs (Employee Stock Ownership Plan) for income tax planning, asset protection, and a wide range of other applications.

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